Relationship Banker
Chase
Associate Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.Job responsibilitiesPut clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.Required qualifications, capabilities, and skills1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.Ability to create memorable experiences for our clients – elevate the client experience.Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.High school degree, GED, or foreign equivalent.Ability to work branch hours including weekends and some evenings.Preferred qualifications, capabilities, and skillsCollege degree or military equivalent.Experience adhering to banking policies, procedures, and regulatory requirements.Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: UsChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransAbout the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
- ...Skills Cash Transactions Financial Products Knowledge Sales Strategies Client Solutions Process Adherence Soft Skills Communication Relationship Building Problem Solving Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's...Suggested
$25 - $26.77 per hour
...meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedHourly payWork at officeShift workWeekend workDay shift- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in a Chase Branch to welcome clients, understand financial needs, and offer thoughtful banking solutions. You will leverage modern digital tools to improve the client experience and build lasting relationships...SuggestedFlexible hours
- JPMorganChase is seeking an Associate Relationship Banker to welcome clients in our branch and provide thoughtful financial solutions. You will use the latest banking tools to deliver accurate service and build lasting relationships with customers. In this role, you will...Suggested
- The Relationship Banker is responsible for growing and deepening customer relationships through proactive outreach, consultative sales conversations, and exceptional service. This individual serves as a trusted financial partner, helping customers achieve their financial...SuggestedMonday to FridayFlexible hours
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...Afternoon shift
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...Immediate startAfternoon shift
$200k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within... ...seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long‑...Full time$24.25 - $32.5 per hour
...Business Personal & Commercial Banking Job Description The Retail Banker I is a customer liaison that is integral to delivering TD’s... ...Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope Proficient in products, services and routine...Work at officeLocal areaWork from homeFlexible hours- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...Temporary workLocal area
$150k - $165k
...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$22.15 - $26.58 per hour
...environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners. About this role:... ...difference in the lives of our members and community. Relationship Banker II Float is responsible for the delivery of exceptional member...H1bLocal areaNight shift- Chase is seeking a Relationship Banker to represent our brand at a branch, delivering hospitality while using banking solutions and financial technology to support clients. You will acquire, manage, and retain relationships, offering thoughtful financial solutions to meet...
- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...
- ...opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building,... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeShift workWeekend workDay shift
- ...We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success...Full time
$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$95.6k - $188.4k
...our worldwide network of member firms to support clients and solve problems. Your responsibilities may include:Developing client relationships and mentoring professionals across project teamsDesigning, reviewing, enhancing, implementing, and monitoring AML and sanctions...Visa sponsorship$85k - $115k
About the RoleiCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial...Full timeWork at officeRemote work- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Full timeWork at office
- ...personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Full timeWork at office
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payWork experience placementDay shift$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payWork experience placementDay shift- Our client is a leading Fintech firm based in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their growing team. The firm has an excellent reputation and is held in high regard. RESPONSIBILITIES Contribute to company-wide and subsidiary-...
- ...and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us. We’re offering more than just a job - this is a career track opportunity for...Full timePart timeTraineeship
- Senior Associate, FP&A | Investment Firm | Stamford, CT, three days a week on site If you come from private equity or investment banking, this could be the perfect next move. We're recruiting for a longtime client of Hoxton Circle, a multi-strategy investment firm that...3 days per week
- ...ecosystem across Retail, Business Banking, and Wealth teams. Responsibilities Manage and grow a sizeable book of high‑value client relationships Deliver sophisticated investment and insurance strategies aligned to client goals Drive new business through referrals, centers...Work experience placementLocal area
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